Here Are the States That Won’t Tax Your Social Security, 401(k), IRA, or Pension Income
People (ideally) spend decades preparing for retirement, whether it’s paying into the Social Security system, stashing money and…
5 Money Pressures Forcing Boomers To Rethink Retirement
While baby boomers should be entering retirement or imminently poised to, as many as 30% of them are…
For years, my company didn’t contribute to my 401(k) after registering my birth date wrong — can I get what I’m owed?
For nearly a decade, Lena assumed a piece of every paycheck went into her 401(k). However, when she…
I Asked ChatGPT To Find the Best Places To Retire With Zero State Income Tax
Retiring to a state with no income tax can save thousands of dollars annually on your Social Security,…
I’m 61 And Finally Ready To Retire With $2.8 Million Saved, But Why Does The Idea Of Spending It Terrify Me?
For decades, Gerald followed every piece of financial advice he could find. He maxed out his 401(k), stayed…
Can Claiming Social Security at 70 Take the Place of Retirement Savings?
You’re entitled to your Social Security benefits without a reduction at full retirement age. Delaying your claim until…
I’m 58 years old, single and have $970,000 stashed in my 401(k) — can I retire today?
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These 4 Moves Can Turn Every Paycheck Into Long-Term Wealth
It’s easy to fall into the trap of assuming that you need a huge paycheck to build wealth.…
Retire early or retire rich? — here are 3 things that can help you do both
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A 79-Year-Old’s Social Security Reality Check
For many retirees, Social Security benefits provide the foundation of their income. But as one 79-year-old widow recently…